+252.3%
DOCN vs UAL
+205.6%
+46.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +8.0% | -15.1% | -10.8% |
| 7D | -20.0% | +11.9% | -32.0% | -24.6% |
| 30D | -38.8% | +5.2% | -44.0% | -40.4% |
| 3M | -34.8% | -12.7% | -22.1% | -31.2% |
| 6M | -22.8% | +28.5% | -51.3% | -33.2% |
| YTD | +74.6% | +3.5% | +71.1% | +63.9% |
| 1Y | +116.4% | +27.5% | +88.9% | +82.5% |
| All | +252.3% | +205.6% | +46.7% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling